-99.3%
LCID vs FIVE
+14.2%
-113.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.8% | +10.6% |
| 7D | +8.9% | -0.3% | +9.2% | +9.4% |
| 30D | -15.4% | +17.7% | -33.1% | -21.0% |
| 3M | -52.9% | +4.0% | -56.8% | -54.0% |
| 6M | -46.8% | +2.6% | -49.5% | -48.4% |
| YTD | -68.9% | +27.6% | -96.4% | -72.7% |
| 1Y | -81.7% | +59.9% | -141.6% | -85.5% |
| 3Y | -92.4% | +35.8% | -128.2% | -93.9% |
| All | -99.3% | +14.2% | -113.4% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling